As an executive director of wealth planning, Alyssa works with the firm’s clients on complex wealth planning issues that arise for high-net-worth individuals and their families, focusing primarily on trust, estate, philanthropic, and income tax planning.

Prior to joining Crestone, Alyssa was a managing director at Boston Private, a leading provider of integrated wealth management, trust and banking services to individuals, families, businesses, and nonprofits. In this role, she partnered with the firm’s business development and client advisor teams to educate and deliver holistic wealth planning solutions to help enhance client experiences.

Alyssa received her Juris Doctorate from Glendale University College of Law and her Master of Laws (LL.M) in taxation from the University of Alabama. She received her Master of Business Administration in finance from the University of Southern California and her Bachelor of Arts in economics and sociology from the University of California, Irvine.

Alyssa serves on the Crestone Impact Committee.

Apart from Crestone, Alyssa is an active member of her local philanthropic community, serving as a volunteer at IDEAL Wealth Academy, Girls Academic Leadership Academy, the PTA at her daughter’s school, and Family Assistance. She enjoys hiking, yoga, and Pilates as well as gardening with her family.

WHAT DO YOU ENJOY MOST ABOUT WEALTH MANAGEMENT?
Working with clients and their families – across multiple generations.
WHAT QUALITY OF YOURS MAKES YOU BEST SUITED TO WHAT YOU DO?
The ability to connect with people on financial and non-financial matters.
IF YOU WEREN’T WORKING AT CRESTONE IN WEALTH MANAGEMENT, WHAT WOULD YOU BE DOING?
I’d be teaching or gardening.